Les meilleurs podcasts John Haskell (2024)

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Random Ramblings August 2024: crazy start to August, due diligence trips, seeing management teams 26:10

1d ago26:10

26:10

Welcome to the August 2024 edition of Andrew's Random Ramblings on the Yet Another Value Podcast. Once a month, Andrew will share thoughts on a few topics - this episode includes: crazy start to August in the stock market, due diligence trips, and forming relationships with management teams Chapters: [0:00] Introduction to Andrew's Random Ramblings…

1
Colonial Downs and The Olympics 54:00

8d ago54:00

54:00

John and Pat talk the latest in horse racing, the Olympics, and the big weekend at Colonial DownsPar Horse Racing

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Chris DeMuth's State of the Markets July 2024 39:45

10d ago39:45

39:45

It's time to welcome back Chris DeMuth for his monthly state of the markets. For this July 2024 edition, Chris shares his thoughts on: a few special situations (RCM, WOW, etc..) and banks. For more information about Rangeley Capital, please visit: http://www.rangeleycapital.com/ Chapters: [0:00] Introduction + Episode sponsor: Tegus [2:17] What's o…

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105 - Leaving Christian Friends and Family Behind (Our Stories Part 34) 1:15:31

14d ago1:15:31

1:15:31

When you leave church and/or the faith, what do you do about those who choose to stay? How do you navigate, maintain or even grieve those you leave behind? Troy and Brian share their own stories and give some advice on this very tricky part of deconstructing. Want more? Check out our exclusive Patreon episodes here. Transcript of this episode is he…

1
The Whitney, Energy Drinks, and Reoccurring Nightmares 57:06

15d ago57:06

57:06

John and Pat talk the latest in horse racing, college nightmares, and the big weekend at Sartoga.Par Horse Racing

1
Rome Capital's Alex Feng and Jason Quan making the case for Samsonite $1910.HK 48:55

17d ago48:55

48:55

Alex Feng and Jason Quan from Rome Capital Limited join the podcast to discuss their thesis on Samsonite International (1910.HK), a leader in the global lifestyle bag industry and the world's best-known and largest travel luggage company. Alex Feng's write-up on Samsonite: https://alexfeng.substack.com/p/samsonite-1910-hk-another-homecoming Chapter…

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Random Ramblings July 2024: stock price driving narrative + investing in products you don't like 23:03

21d ago23:03

23:03

Welcome to the July 2024 edition of Andrew's Random Ramblings on the Yet Another Value Podcast. Once a month, Andrew will share thoughts on a few topics - this episode includes: small cap performance, buybacks, stock price drives narrative, CEO changes, due diligence on companies you don't like (i.e. don't like the product or service personally), a…

1
Net Interest's Marc Rubinstein on "The Trump Trade" + deep dive on $FNMA 57:57

24d ago57:57

57:57

Marc Rubinstein, Founder and Editor of the Net Interest Newsletter (link to substack below), is back on the podcast to discuss his article titled, "The Trump Trade" and deep dive on Fannie Mae $FNMA. For more information about Marc Rubinstein, please visit: https://www.netinterest.co/ Article on Trump Trade: https://www.netinterest.co/p/the-trump-t…

1
Haskell Stakes 49:58

28d ago49:58

49:58

John and Pat talk the latest in horse racing, random topics, and the monster weekend at Monmouth.Par Horse Racing

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104 - Troy Loses His Faith (Our Stories Part 33) 1:09:48

28d ago1:09:48

1:09:48

Troy chronicles the events immediately leading up to and after he lost his faith in Jesus. He describes the factors that influenced his decision and how it felt to be finally free of the mental gymnastics he needed to apply to remain a Christian. Links: So long, and thanks for all the guilt! (Troy's deconversion blog) Internet Infidels » a drop of …

1
Atla Capital Management's John Haskell on international real estate + ESR Group thesis $1821.HK 1:02:32

1M ago1:02:32

1:02:32

John Haskell, CIO at Atla Capital Management, joins the podcast to share his thoughts on international real estate investing, emerging markets and ESR Group Limited ($1821.HK). For more information about Atla Capital Management, please visit: https://www.atlacap.com/ Chapters: [0:00] Introduction + Episode sponsor: Fundamental Edge [2:22] Internati…

1
Saratoga Week One and NYRA 51:47

1M ago51:47

51:47

John and Pat are back to talk about the latest in horse racing and to cover the big weekend of racing at Saratoga.Par Horse Racing

1
103 - Death with Zenith Virago 1:12:05

1M ago1:12:05

1:12:05

We talk with Zenith Virago, a highly respected celebrant, educator, public speaker and author and self-proclaimed Deathwalker. She is the founder of the Natural Death Care Centre and was named Byron Bay's Citizen of the Year in 2021 in recognition of her important work. Links: Zenith Virago, Deathwalker Training Natural Death Care Centre Zenith on …

1
Chris DeMuth's State of the Markets June 2024 34:11

1M ago34:11

34:11

It's time to welcome back Chris DeMuth for his monthly state of the markets. For this June 2024 edition, Chris shares his thoughts on: election and election trades, $LQDA, Russell Rebalance arbitrage, Burford $BUR / Security National $SNFCA, Presidential Debate and implications for investing. For more information about Rangeley Capital, please visi…

1
Maverick Value's Ron Nussbaum on the legal and fundamental cases for $CPRI / $TPR combination 1:07:38

2M ago1:07:38

1:07:38

Ron Nussbaum from Maverick Value, joins the podcast to discuss the Capri Holdings Limited / Tapestry ($CPRI / $TPR) acquisition agreement. You can follow Ron Nussbaum @MaverickValue on Twitter/X here: https://x.com/MaverickValue Chapters: [0:00] Introduction + Episode sponsor: Ycharts [2:05] Overview of Capri / Tapestry acquisition and why FTC suin…

1
Buckley Capital's Zack Buckley on why he's urging $DNTL.TO to undertake a strategic review process 46:42

2M ago46:42

46:42

Zachary Buckley, Managing Partner at Buckley Capital Management, joins the podcast for the third time to share his thesis on Dentalcorp Holdings (TSX: DNTL) and why he's urging $DNTL.TO Board and Management to undertake a strategic review process. Zack's letter to the board: https://finance.yahoo.com/news/buckley-capital-management-urges-dentalcorp…

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BONUS EPISODE: Keynote Q&A with Bob Robotti, Robotti & Co. LIVE in VEGAS 33:33

2M ago33:33

33:33

BONUS EPISODE: Keynote Q&A with Bob Robotti, Founder and CIO of Robotti & Co. - this interview was recorded live at the Planet MicroCap Showcase: VEGAS 2024. Topics covered: defining MicroCap/Small-Cap, Robotti's strategy, opportunity set for stock pickers, old economy stocks, all followed by Q&A from the audience. For more information about Bob Ro…

1
102 - Community After Leaving Church with Bart Campolo & John Wright 1:05:21

2M ago1:05:21

1:05:21

We talk with the hosts and producers of the Humanize Me podcast, Bart Campolo and John Wright, about leaving fundamentalist communities behind and whether it is possible to find new communities afterwards. Bart Campolo is an American humanist speaker, writer, former pastor, and son of Tony Campolo, the well-known Christian pastor and speaker. John …

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Random Ramblings June 2024: franchisees, blaming IR, competitors, interest vs. stats, thesis drift 23:06

2M ago23:06

23:06

Welcome to the June 2024 edition of Andrew's Random Ramblings on the Yet Another Value Podcast. Once a month, Andrew will share thoughts on a few topics - this episode includes: investing into franchisees, blaming IR for stock price, competitors, interest in a stock and thesis drift. For more information about Rangeley Capital, please visit: http:/…

1
Firebird's Steven Gorelik on why Akamai's security business makes $AKAM interesting 56:25

2M ago56:25

56:25

Steven Gorelik, Lead Portfolio Manager at Firebird U.S. Value Fund, joins the podcast to share his thesis on Akamai Technologies, Inc. (NASDAQ: AKAM), the cloud company that powers and protects life online. Chapters: [0:00] Introduction + Episode sponsor: YCharts [1:54] Overview of Akamai Technologies and why its so interesting to Steven [13:09] $A…

1
Belmont Review and Tonsils 46:15

2M ago46:15

46:15

John and Pat are back to discuss the latest in horse racing, tonsil surgery, tik tok cults, and other stuff.Par Horse Racing

1
1 Main Capital's Yaron Naymark returns to share update on International Workplace Group $IWG.L 1:03:15

2M ago1:03:15

1:03:15

Yaron Naymark, Founder of 1 Main Capital, is back for the fourth time on the podcast to provide an update on his thesis for International Workplace Group plc (LSE: IWG). For more information about Yaron Naymark and 1 Main Capital, please visit: https://www.1maincapital.com/ Yaron's original YAVP appearance talking $IWG.L: https://www.youtube.com/wa…

1
Philosophy Capital's Jacob Rubin on legacy brand names: Caesars $CZR and Gannett $GCI 1:11:45

2M ago1:11:45

1:11:45

Jacob Rubin, Portfolio Manager at Philosophy Capital, joins the podcast for the third time to share two theses: the first - Caesars Entertainment (NASDAQ: CZR), the second - Gannett Co., Inc. (NYSE: GCI). For more information about Philosophy Capital, please visit: https://www.philosophycap.com/ Chapters: [0:00] Introduction + Episode sponsor: Sant…

1
101 - God of the Mind with Rob Haskell 1:29:48

2M ago1:29:48

1:29:48

Rob Haskell was born to missionary parents, spending his childhood in Argentina. He later attended Bible College and seminary before reevaluating his beliefs and embracing critical thinking over religious orthodoxy in 2015. We speak with Rob about his new book, God of the Mind: an eXvangelical Journey, a personal exploration of the intellectual inc…

1
Belmont Stakes at Saratoga 44:25

2M ago44:25

44:25

John, Pat, and Clayton talk the latest in horse racing and the big race this weekend with the Belmont Stakes.Par Horse Racing

1
Chris DeMuth's State of the Markets May 2024 44:44

2M ago44:44

44:44

It's time to welcome back Chris DeMuth for his monthly state of the markets. For this May 2024 edition, Chris shares his thoughts on: Tapestry / Capri merger, Enhabit $EHAB, ECIP banks, $INBX deal. For more information about Rangeley Capital, please visit: http://www.rangeleycapital.com/ Chapters: [0:00] Introduction + Episode sponsor: Santangel's …

1
Marathon Partners' Mario Cibelli on how $XMTR is creating a marketplace for industrial manufacturing 1:18:08

2M ago1:18:08

1:18:08

Mario Cibelli, Managing Partner at Marathon Partners Equity Management, LLC, joins the podcast for the third time to share his thesis on Xometry, Inc. (NASDAQ: XMTR), the global AI-powered marketplace that connects buyers with suppliers of custom manufacturing services. Chapters: [0:00] Introduction + Episode sponsor: Fundamental Edge [2:23] What i…

1
Stomach Bugs and Blame Stakes 1:02:30

3M ago1:02:30

1:02:30

John and Pat discuss the latest in horse racing, the stomach bug, and this weekend's monster Pick 4 at Churchill.Par Horse Racing

1
100 - Life After Church with Brian & Troy (Our Stories Part 32) 1:16:17

3M ago1:16:17

1:16:17

Here it is! The 100th episode! Brian and Troy continue with their own deconstruction stories and share what life was like after having left church...and Jesus. Did they completely fall apart? Did they return to their sin like a dog to its vomit? Tune in and find out. Links: So long, and thanks for all the guilt! (Troy's deconversion blog) Internet …

1
Churchill and Tipping 48:38

3M ago48:38

48:38

John and Pat talk about last week's Preakness, tipping etiquette, the latest in horse racing, and Saturday's late Pick 4 at Churchill.

1
Asif Suria on the Six Special Situation Strategies to Outperform the Market 56:52

3M ago56:52

56:52

Asif Suria, Author of "The Event-Driven Edge in Investing: Six Special Situation Strategies to Outperform the Market", joins the podcast to discuss the six special situation strategies he outlines in his book to outperform the market.You can buy your copy of Asif's new book, "The Event-Driven Edge in Investing: Six Special Situation Strategies to O…

1
HX Research's Enrique Abeyta on importance of power generation, power crisis + $TLNE thesis 1:02:09

3M ago1:02:09

1:02:09

Enrique Abeyta, Founder/CEO of HX Research, joins the podcast to share his thesis on Talen Energy Corporation (OTCQX: TLNE), an independent power producer ("IPP") and infrastructure company committed to the energy transition. For more information about HX Research, please visit: https://daily.hxresearch.net/ Enrique's write-up on $TLNE: https://dai…

1
Preakness Stakes and Gas Stations 29:00

3M ago29:00

29:00

John is solo this week to talk the latest in horse racing, a personal dilemma, and this weekend's Preakness stakes.Par Horse Racing

1
Pershing Square Challenge 2024 winning team shares pitch on Valvoline $VVV 1:04:03

3M ago1:04:03

1:04:03

The team that won the Pershing Square Challenge, Garrett Wallis, Jared Duda and Joseph Montgomery Ferguson, joins the podcast to discuss their winning pitch on Valvoline Inc. (NYSE: VVV). You can find their winning pitch deck here: https://1drv.ms/b/c/b9a8675d1ef0d212/EUgO7sJJKoBBsx151i7xfvkBuTziYI94y8VF02bdym1WmA?e=21DQAcChapters: [0:00] Introduct…

1
099 - What about Secular Buddhism? with Ted Meissner 57:07

3M ago57:07

57:07

If there's one religious sounding label that Troy is willing to wear, it's 'Buddhist'. In this episode we speak with Ted Meissner, the Executive Director of the Secular Buddhist Association, and the host of The Secular Buddhist Podcast. Ted explains Secular Buddhism and how it contrasts with the more traditional forms of Buddhism. Ted's links: Secu…

1
Derby Recap and Reality Shows 51:04

3M ago51:04

51:04

John and Pat discuss last weekend's big race and go over the Grand Slam at the big A on Saturday.Par Horse Racing

1
Random Ramblings May 2024: conferences, control shareholders, energy drinks and stock advertising 19:25

3M ago19:25

19:25

Welcome to the first edition of Andrew's Random Ramblings on the Yet Another Value Podcast. Once a month, Andrew will share thoughts on a few topics - this episode includes: investor conferences (since returning from Planet MicroCap Showcase: VEGAS 2024), control shareholders, energy drinks and stock advertising. For more information about Rangeley…

1
Chris DeMuth's State of the Markets April 2024 50:00

3M ago50:00

50:00

It's time to welcome back Chris DeMuth for his monthly state of the markets. For this April 2024 edition, Chris shares his thoughts on: the markets as we head into the Summer months, anti-trust, Capri-Tapestry anti-trust case, mergers blocked in greater frequency - has there been another time like this, and more! For more information about Rangeley…

1
The 150th Running of the Kentucky Derby 1:12:52

4M ago1:12:52

1:12:52

John and Pat review one of the biggest races of the year, the 150th Running of the Kentucky Derby.Par Horse Racing

1
Best of Breed Growth Stocks' Julian Lin thesis on king of the meme stocks, Reddit $RDDT 1:07:48

4M ago1:07:48

1:07:48

Julian Lin, Founder of Best of Breed Growth Stocks, an investment newsletter, joins the podcast to discuss his thesis on Reddit, Inc. (NYSE: RDDT). $RDDT write-up on Seeking Alpha: https://seekingalpha.com/article/4686257-reddit-julian-lins-top-conviction-idea Chapters: [0:00] Introduction + Episode sponsor: YCharts [1:22] What is Reddit $RDDT and …

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098 - What About Progressive Judaism? with Michel Laloum 1:05:58

4M ago1:05:58

1:05:58

In this episode, we explore Progressive/Reformed Judaism with Michel Laloum, Cantor at Temple Beth Israel Synagogue in Melbourne, Australia. He was ordained as a Cantor at the Progressive Hebrew Union College – Jewish Institute of Religion and completed Rabbinic studies at the Academy for Jewish Religion, Jewish Theological Seminary and New York Un…

1
Churchill and Old Sayings 52:41

4M ago52:41

52:41

John and Pat talk about the upcoming derby, accents, and the late Pick 4 at Churchill.

1
Matt Turk on why corporate history matters with Target Hospitality $TH 1:10:09

4M ago1:10:09

1:10:09

Matt Turk joins the podcast to discuss his thesis on Target Hospitality Corp. (NASDAQ: TH), one of North America's largest providers of vertically integrated modular accommodations and value-added hospitality services. Links: https://www.bamsec.com/filing/114036124014503/4?cik=1859285 https://www.youtube.com/watch?v=31s6todiuM8 Matt's YouTube Chann…

1
Keeneland Week 3 46:33

4M ago46:33

46:33

John and Pat talk about the next coach at Kentucky, the latest in horse racing, and the weekend ahead at Keeneland.Par Horse Racing

1
Greenhaven Road's Scott Miller shares his thoughts on point of sale business, PAR Technologies $PAR 45:42

4M ago45:42

45:42

Scott Miller, CIO of Greenhaven Road, joins the podcast to discuss his thesis on PAR Technologies (NYSE: PAR), where more than 70,000 restaurants in more than 110 countries use PAR’s restaurant point-of-sale, digital ordering, loyalty and back-office software solutions as well as industry-leading hardware and drive-thru offerings (according to the …

1
TeraWulf's $WULF Patrick Fleury on everything you need to know about bitcoin mining 1:09:17

4M ago1:09:17

1:09:17

Patrick Fleury, CFO of TeraWulf Inc. (NASDAQ: WULF), joins the podcast to discuss everything you need to know about bitcoin mining. TeraWulf owns and operates vertically integrated, environmentally clean bitcoin mining facilities in the United States. For more information and to subscribe to TeraWulf, please visit: https://www.terawulf.com/ Chapter…

1
Keeneland and Coach Cal 46:26

4M ago46:26

46:26

John and Pat are back to talk about the latest in horse racing, a coaching change in Kentucky, and a big weekend of racing at Keeneland.

1
097 - What about Progressive Christianity? with Tim Costello 1:04:57

4M ago1:04:57

1:04:57

Tim Costello is an Australian social justice advocate, community leader, and a prominent figure in the Christian faith, albeit a progressive form. He is known in Australia for his public commentary on political and ethical matters, often offering a perspective informed by his Christian faith and commitment to social justice. In this episode we talk…

1
Devin LaSarre shares thesis on Haypp Group, Online Distributor of Snus and Nicotine Pouches 1:25:55

4M ago1:25:55

1:25:55

Devin LaSarre, Founder and Editor of the Invariant Newsletter on Substack, joins the podcast to discuss his write-up and thesis on Haypp Group (HAYPP.ST). Quick description on Haypp Group (according to their website): The Haypp Group is spearheading the global transformation from smoking to healthier product alternatives. With origins in Scandinavi…

1
Chris DeMuth's State of the Markets March 2024 41:08

5M ago41:08

41:08

It's time to welcome back Chris DeMuth for his monthly state of the markets. For this March 2024 edition, Chris shares his thoughts on meme stocks being back in vogue, $DJT, is speculation back in the market right now, small caps due for some revenge, crypto, bitcoin halving and SBF sentencing. For more information about Rangeley Capital, please vi…

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